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Wednesday, 03 June 20
MARKET INSIGHT - INTERMODAL
 Once again shipping is about to venture into uncharted waters and before the challenges of the past decade are forgotten, shipowners will have to overcome new ones quickly and effectively not only to continue servicing their clients but also in order to move forward. While it is still uncertain if we are still in the Covid-19 era or in the post Covid-19 era, just like in every previous crisis there will be opportunities to be exploited.
Between mid-March and the end of April most countries where either in lock down or had just started coming out of it. As we all know the lockdowns around the globe affected the pace of the different supply chains, which effectively led to reduced volumes of transported cargo. Now that most restrictive measures have started to ease, trade volumes are expected to start picking up and if we also take into account the fact that billions in stimulus packages have been announced by the largest economies, there is a lot of speculation – and great anticipation- that the market will rebound at some point during the remainder of the year.
Some even believe that the momentum will be strong enough to eventually help overcome the challenges that the shipping market was facing prior to the Covid-19 crisis. Additionally, the fact that the presidential US elections are taking place in November means that the uncertainty that was already increasing prior to the lockdowns will eventually have to abate before the end of 2020.
It goes without saying that the effect of any government money poured into any economy will take time until it is truly felt but in terms of boosting sentiment it will help even at earlier stages and before the market starts to move up decisively.
That being said, shipowners should keep a close eye on asset values now and before the market takes off. Volatile times are not for the faint hearted but the reality is that that it is more conservative to invest during a bottoming market instead of buying a vessel when prices have already appreciated, not only because tonnage is priced more realistically but also because the downside in the first instance is much smaller.
Dry bulk asset values have been dropping for the last four months with limited SnP activity during the global quarantine period between mid-March and the end of April when a total of 25 transactions have been reported, exactly half of those that took place during the same period in 2019.
Theory differs from practice many times of course and one could argue that a “wait and see strategy” is a safer investing approach. One can wait as long as she or he desires but there are two facts that nobody can deny; asset prices are low and more cargo will sooner or later start to move. So if you were looking to invest it seems that the timing might be just about right.
By Timos Papadimitriou
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.George Panagopoulos
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Wednesday, 07 March 18
WHEN AN IRRESISTIBLE FORCE MEETS AN IMMOVABLE OBJECT - GARD
KNOWLEDGE TO ELEVATE
Negotiable bills of lading are fundamental to trade. As documents of title, they are essential to the sale and carriage o ...
Wednesday, 07 March 18
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
The comparably small upside Handysize asset values have noted compared to other sizes since the historical lows of the dry bulk market in combinati ...
Tuesday, 06 March 18
FOREIGN INVESTORS ALLOWED TO BID FOR BIG MINING CONCESSIONS - THE JAKARTA POST
The government has allowed foreign investors to bid for mining concessions with a total area of more than 500 hectares, while smaller areas will be ...
Tuesday, 06 March 18
LNG VESSELS HAVE EMERGED AS THE FASTEST GROWING SEGMENT FOR THE WATERWAY - GERRY LATHROP
The day was July 25th 2016, a partly cloudy day on the Panama canal, and to most people a rather innocuous day without any real merit, however in s ...
Friday, 02 March 18
ANGLO AMERICAN COMPLETES SALE OF ESKOM-TIED THERMAL COAL OPERATIONS IN SOUTH AFRICA
Anglo American plc (“Anglo American”) confirms completion of the sale of its Eskom-tied domestic thermal coal operations in South Afric ...
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Showing 1786 to 1790 news of total 6871 |
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- Banpu Public Company Limited - Thailand
- Formosa Plastics Group - Taiwan
- Merrill Lynch Commodities Europe
- India Bulls Power Limited - India
- Madhucon Powers Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Mines - Canada
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Latin American Coal - Colombia
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Neyveli Lignite Corporation Ltd, - India
- Cigading International Bulk Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- Bayan Resources Tbk. - Indonesia
- Maheswari Brothers Coal Limited - India
- Bukit Makmur.PT - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Aboitiz Power Corporation - Philippines
- Kumho Petrochemical, South Korea
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- Bhatia International Limited - India
- Jaiprakash Power Ventures ltd
- Larsen & Toubro Limited - India
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- Malabar Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhushan Steel Limited - India
- London Commodity Brokers - England
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Parry Sugars Refinery, India
- Therma Luzon, Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- White Energy Company Limited
- Romanian Commodities Exchange
- Maharashtra Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Standard Chartered Bank - UAE
- Borneo Indobara - Indonesia
- Indonesian Coal Mining Association
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- PowerSource Philippines DevCo
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- Tata Chemicals Ltd - India
- Eastern Energy - Thailand
- Bukit Baiduri Energy - Indonesia
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- Vizag Seaport Private Limited - India
- Altura Mining Limited, Indonesia
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- AsiaOL BioFuels Corp., Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Kobexindo Tractors - Indoneisa
- Straits Asia Resources Limited - Singapore
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Baramulti Group, Indonesia
- Lanco Infratech Ltd - India
- Salva Resources Pvt Ltd - India
- Dalmia Cement Bharat India
- Jindal Steel & Power Ltd - India
- Coastal Gujarat Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Savvy Resources Ltd - HongKong
- Port Waratah Coal Services - Australia
- Kepco SPC Power Corporation, Philippines
- Mjunction Services Limited - India
- CNBM International Corporation - China
- Commonwealth Bank - Australia
- Ministry of Transport, Egypt
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- Goldman Sachs - Singapore
- LBH Netherlands Bv - Netherlands
- GAC Shipping (India) Pvt Ltd
- PNOC Exploration Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- CIMB Investment Bank - Malaysia
- Coal and Oil Company - UAE
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Sical Logistics Limited - India
- Sindya Power Generating Company Private Ltd
- Indian Oil Corporation Limited
- Kaltim Prima Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Indogreen Group - Indonesia
- Mercuria Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kideco Jaya Agung - Indonesia
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- Grasim Industreis Ltd - India
- Sakthi Sugars Limited - India
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Posco Energy - South Korea
- VISA Power Limited - India
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Marubeni Corporation - India
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Mercator Lines Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Iligan Light & Power Inc, Philippines
- ICICI Bank Limited - India
- PTC India Limited - India
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Central Java Power - Indonesia
- Binh Thuan Hamico - Vietnam
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- MS Steel International - UAE
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Bharathi Cement Corporation - India
- Price Waterhouse Coopers - Russia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Global Coal Blending Company Limited - Australia
- Toyota Tsusho Corporation, Japan
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Australian Commodity Traders Exchange
- Makarim & Taira - Indonesia
- Indo Tambangraya Megah - Indonesia
- Aditya Birla Group - India
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Australian Coal Association
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Ministry of Finance - Indonesia
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- Cement Manufacturers Association - India
- The University of Queensland
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- Wilmar Investment Holdings
- Chamber of Mines of South Africa
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
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